Plan Snapshot
- Plan Sponsor: The Reed College
- Sponsor EIN: 930386908
- Sponsor Address: 3203 SE WOODSTOCK BLVD., PORTLAND, OR, 97202
- Plan Type: 403(b)
- Total Participants: 653
- Total Assets: $254.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 653 | $254.9M | $4.4M | $4.0M |
| 2023 | 724 | $230.7M | $4.2M | $3.8M |
| 2022 | 631 | $205.3M | $4.0M | $3.6M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| INSERO & CO. CPA'S LLP | Auditor | $16,000 | — | $16,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- INSERO & CO. CPA'S LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,000
- Estimated Expense Ratio: 0.006% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $238,128 | $56,961 | $165,167 | $16,000 | — |
| 2023 | $181,155 | $41,000 | $124,930 | $15,225 | — |
| 2022 | $44,278 | $39,469 | — | — | $2,140 |